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ARK Investment Management’s Symbotic SYM Stock Holding History

ARK Investment Management’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.8M Buy
796,749
+14,526
+2% +$740K 0.23% 74
2026
Q1 		$41.6M Buy
782,223
+139,310
+22% +$7.98M 0.32% 54
2025
Q4 		$38.3M Buy
642,913
+53,026
+9% +$3.5M 0.25% 63
2025
Q3 		$31.8M Buy
589,887
+144,389
+32% +$7.3M 0.19% 71
2025
Q2 		$17.3M Buy
445,498
+52,205
+13% +$1.37M 0.13% 78
2025
Q1 		$7.95M Buy
393,293
+203,226
+107% +$5.19M 0.08% 100
2024
Q4 		$4.51M Buy
+190,067
New +$5.4M 0.04% 110

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ARK Investment Management's SYM Position: Q2 2026 in Review

ARK Investment Management increased its Symbotic (SYM) stake by 1.9% in Q2 2026, buying an estimated $740K and bringing the position to 796,749 shares worth $35.8M. The position accounts for 0.23% of the portfolio, ranked #74.

ARK Investment Management first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.6M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • ARK Investment Management held 796,749 shares of Symbotic worth $35.8M as of Q2 2026.
  • ARK Investment Management bought 14,526 Symbotic shares in Q2 2026, an estimated $740K.
  • Symbotic made up 0.23% of ARK Investment Management's portfolio in Q2 2026, its #74 holding.
  • ARK Investment Management first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • ARK Investment Management's Symbotic position peaked at $41.6M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on ARK Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.